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Building 2W&S ADVISORY SERVICES, LLC

Map pinCINCINNATI, OH
Phone513-361-7600
NotebookSEC #801-132082
Total AUM
$5.3M
Employees
9
Clients
6,689

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
303 BROADWAY
SUITE 1100
CINCINNATI
OH 45202
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
513-361-7600
Other Offices
7

ReceiptFinancials

Total AUM
$5.3M
Accounts
6,689
Discretionary
$5.3M
Accounts
6,689
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6,689
AUM
$5.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCAFLGAILINLAMEMIMSNCNJOHPASCTXVAWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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